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The latest in financial #AdvisorTech — October 2023

The October 2023 edition of the latest in financial #Advisortech kicks off with the news that Altruist is eliminating its monthly fee.

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Investment Product and Service Launches

Hartford announces 1st private-equity-focused fund; Intention.ly launches Advisor Brand Builder; Lincoln Financial introduces LincSmart.

Melissa thomasKelly waltrichPatrick sullivanVernon meyerHartford schroders private opportunities fundHartford fundHartford funds announcesLaunches advisor brandAdvisor brand builderFinancial groupannouncedLincoln financialInsurtech partnerships

Future Proof Roundup: AI Takes the Main Stage

Orion Advisor Solutions, Intention.ly and Morningstar announced new AI-powered tools at the Future Proof conference.

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Intention ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms

Intention ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms
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Kyle whartonCeokelly waltrichMelissa thomasMarketing technology for financial firmsLaunches advisor brand builderNew marketing technologyAdvisor brand builderAdvisor brand builder worksMoney advisor